Getting Started with Zapier

Zapier is an online automation tool that connects your favourite apps, such as Gmail, MailChimp, Salesforce, Zoho, Infusion and over 750 more.

What can I use Zapier to do?

With the Mercury app in Zapier, you can connect Mercury with other apps to automate repetitive tasks without coding or relying on developers to build the integration.

Move contacts and leads between Mercury and your web apps automatically, so you can focus on your most important work. It's easy enough that anyone can build their own app workflows with just a few clicks!

Specifically, you can do things like:

1. Sync contacts and opportunities between Mercury and various CRM software like:

Salesforce

ZOHO CRM

Infusion Soft

Sure fire

Hub spot

Mail chimp

Outlook contacts

Google contacts

Trello

And many more…

2. Setup SMS Instant notifications with services like Twilio when a contact or opportunity of interest gets updated in Mercury

3. Create leads in Mercury from various lead capture sources like:

Facebook lead ads

LinkedIn Lead Gen

Type form

Google forms

Gravity Forms

Ninja forms

And many more - the possibilities are endless!

How do you get started?

You will need to sign up for Zapier if you don’t already have an account with them.